Enquiry review
Advisedly reads your enquiry to understand the help you need and how you would like to meet an adviser. We do not assess whether a financial product or decision is right for you.
A clearer way to ask for financial advice.
Advisedly helps you understand financial advice, compare fees and check an adviser's FCA record. Tell us what help you need and we will review your enquiry before discussing a possible introduction.
How Advisedly can help.
Start an enquiry, understand adviser fees, explore local guides or check an FCA record.
Clear sources
We explain which information comes from the FCA, from an adviser or from another public source.
Reliable fee information
We only publish a firm's fees when the firm has confirmed them or we can check its published prices. Our calculators give examples, not quotes.
You request the introduction
The form asks you to agree that we may share your contact details and answers with the financial advice firm we select for your enquiry. You decide whether to use its services.
From your enquiry to an introduction.
Here is what happens when you send an enquiry.
Tell us what you need
Share the help you need, your situation, an approximate pension or investment value, how you would like to meet and your postcode.
Review
Advisedly reads your answers before looking for an adviser who offers the service you need, locally or remotely.
Check
We check the firm's identity, FCA status and relevant services before proposing an introduction. You should also check the official FCA record before choosing a firm.
Introduce
When you request an introduction, Advisedly may share your contact details and enquiry answers with the financial advice firm it selects. The firm may contact you by phone or email about your enquiry. You decide whether to use its services.
Explore advice by location or topic.
Browse guides for your town or region, or start with a topic such as retirement, investments or inheritance. Your needs and an adviser's experience matter alongside location.
Where are you?Location
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What do you need?Advice topic+
What matters to you?Your needsFree to use.
You can use Advisedly without paying us. We do not currently charge advisers to take part or receive introductions. If this changes, we will publish the charges and terms before they begin.
Any future payments from advisers will not replace our enquiry checks. An introduction is not a recommendation to buy a financial product.
How we review enquiriesInformation, introductions and advice.
The articles, guides, calculators and local information on Advisedly are for general information and education. They do not provide personal financial, investment, pension, mortgage, insurance, tax or legal advice.
Advisedly handles the enquiry and any proposed introduction. We will let you know if we cannot help with your enquiry.
Any personal advice is provided by the adviser or firm you choose, under a separate agreement with them. That adviser or firm is responsible for its assessment, recommendations, services and charges.
Read the service termsWho is responsible for our content?
Advisedly is responsible for the content we publish. Our guides are credited to Advisedly Editorial Team. This does not mean that every guide has been reviewed by a financial adviser.
We start with official sources wherever possible. Our editorial standards explain how we research and check our guides, explain calculations, update information and keep content independent.
Read the editorial standards